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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$15.6M +$774K +22,294 +5%
BlackRock
2
BlackRock
New York
$13.1M +$597K +17,197 +5%
WCG
3
Weaver Consulting Group
California
$12.2M +$19.2K +554 +0.2%
LPL Financial
4
LPL Financial
California
$10.5M -$41.8K -1,205 -0.4%
SCA
5
Stuart Chaussee & Associates
California
$9.11M -$629K -18,111 -7%
SBL
6
Sargent Bickham Lagudis
Colorado
$5.85M +$624K +17,963 +12%
CF
7
Centaurus Financial
California
$5.77M +$5.46M +157,410 +2,792%
MAS
8
Madden Advisory Services
Florida
$5.77M -$1.12M -32,316 -17%
VFP
9
Verus Financial Partners
Virginia
$5.24M +$512K +14,744 +121%
BCM
10
Brookstone Capital Management
Illinois
$5.2M -$73.1K -2,106 -1%
BFG
11
Barber Financial Group
Kansas
$5.17M -$148K -4,272 -3%
PAG
12
Private Advisor Group
New Jersey
$4.68M +$453K +13,054 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.34M +$863K +24,868 +25%
Wells Fargo
14
Wells Fargo
California
$4.13M -$822K -23,671 -17%
Morgan Stanley
15
Morgan Stanley
New York
$4.04M -$32.9K -949 -0.8%
AG
16
Advisor Group
Arizona
$3.94M +$1.15M +33,129 +42%
RCIM
17
Red Cedar Investment Management
Michigan
$3.79M
GWM
18
Geneos Wealth Management
Colorado
$3.52M +$65.6K +1,889 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.31M -$242K -6,961 -7%
Bank of America
20
Bank of America
North Carolina
$3.08M -$65K -1,872 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.36M -$370K -10,645 -14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.26M +$110K +3,159 +5%
MHS
23
M Holdings Securities
Oregon
$2.11M +$160K +4,601 +8%
RWM
24
Reston Wealth Management
Virginia
$1.97M +$96.7K +2,786 +5%
AWM
25
AE Wealth Management
Kansas
$1.83M +$1.26M +36,436 +240%